BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.93M 0.1%
15,747
-201
127
$1.9M 0.1%
11,806
+670
128
$1.88M 0.09%
9,973
-3,825
129
$1.86M 0.09%
4,186
+98
130
$1.83M 0.09%
10,193
-135
131
$1.82M 0.09%
58,101
132
$1.8M 0.09%
9,034
+1,083
133
$1.8M 0.09%
13,427
+494
134
$1.77M 0.09%
51,422
135
$1.76M 0.09%
14,354
+216
136
$1.73M 0.09%
26,456
+72
137
$1.72M 0.09%
5,752
-22
138
$1.67M 0.08%
2,963
+1,249
139
$1.66M 0.08%
14,722
-1
140
$1.64M 0.08%
67,884
+1,980
141
$1.62M 0.08%
47,915
+24,491
142
$1.61M 0.08%
25,125
+1,638
143
$1.58M 0.08%
3,440
+267
144
$1.57M 0.08%
7,144
+95
145
$1.56M 0.08%
21,077
+1,749
146
$1.56M 0.08%
7,540
+19
147
$1.56M 0.08%
8,498
+110
148
$1.53M 0.08%
28,038
+500
149
$1.47M 0.07%
13,451
-27
150
$1.43M 0.07%
33,556
+2,532
4 5
6
7 8